Overview (as on 07 May 2021)

NAV

₹13.48

1y returns

73.935%

Fund AUM

₹188 Cr

Expense Ratio

2.56%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Consumer
22.57%
Basic Materials
18.36%
Industrials
17.74%
Financial Services
17.52%
Health
6.85%
Utilities
4.89%
Real Estate
3.91%
Defensive
3.36%
Communication
2.71%
Tech
2.10%
Size Breakup
Mid Cap
73.77%
Large Cap
26.23%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.
Scheme Name
IDBI Midcap Fund Regular Payout of Income Distribution cum Cap Wdrl
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
25 January, 2017
Fund Manager
Uma Venkatraman
Fund House Details
Fund House
IDBI Asset Management Limited
Email
contactus@idbimutual.co.in
Phone
+912266442802
Address
IDBI Asset Management Ltd.,5th floor, Mafatlal Centre,,Nariman Point,

Other Related Plans

Peer Funds

IDBI Midcap Fund Regular Payout of Income Distr...

NAV

₹13.48

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Uma Venkatraman
Uma Venkatraman

leader

Work Experience
"null"

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